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Long Idea
July 9, 20250Comments

A Toll Worth Paying

During periods of heightened volatility, disciplined fundamental research becomes even more critical.
by Hakan Salt, Associate Investment Analyst
Sector & Industry Fundamentals
July 8, 20250Comments

Focus List Stocks: Short Model Portfolio Continues to Outperform Despite 1H25

Our Focus List Stocks: Short Model Portfolio has beaten the S&P 500 by 37% since the start of 2021 through the first half of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20250Comments

Focus List Stocks: Long Model Portfolio Continues to Outperform Despite 1H25

Our Focus List Stocks: Long Model Portfolio has beaten the S&P 500 by 10% since the start of 2021 through the first half of 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 8, 20250Comments

Podcast: Why Overstated Earnings Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q25 Earnings: Where Street Estimates Are Too High & Who Should Miss.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 3, 20250Comments

ICYMI: Most Likely to Beat & Miss 2Q25 Earnings, New Danger Zone, FREE Stock Pick, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 30, 2025.
by Hakan Salt, Associate Investment Analyst
Most Likely to Beat Earnings
July 3, 20250Comments

2Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 2Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Likely to Miss Earnings
July 3, 20250Comments

2Q25 Earnings: Where Street Estimates Are Too High & Who Should Miss

We’ll show the five S&P 500 companies with overstated Street Earnings most likely to miss 2Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
July 2, 20250Comments

Free Stock Pick from our Dividend Growth Model Portfolio for June 2025

Get details on one of the stocks in June 2025's Dividend Growth Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
July 2, 20250Comments

Most Attractive Stocks Model Portfolio: July 2025

Professional Members and higher can access July's 40 Most Attractive Stocks as of Wednesday, July 2.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 2, 20250Comments

Most Dangerous Stocks Model Portfolio: July 2025

Professional Members and higher can access July's 30 Most Dangerous Stocks as of Wednesday, July 2.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
June 30, 20250Comments

A Ticking Car Bomb?

Avoiding poor investments is critical to maintaining a successful portfolio
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
June 30, 20250Comments

Podcast: Why This Auto Business Is Back in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: A Ticking Car Bomb?.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 27, 20250Comments

ICYMI: New Long Idea, The Singular Opportunity in the Defense Sector, FREE Stock Pick, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 23, 2025.
by Hakan Salt, Associate Investment Analyst
June 27, 20250Comments

Singular Opportunity in the Defense Sector

We do the tedious work of reading the footnotes, reversing accounting distortions, and calculating the true, underlying profitability of a business.
by Kyle Guske II, Senior Investment Analyst, MBA
June 27, 20250Comments

Free Stock Pick from our Safest Dividend Yields Model Portfolio for June 2025

Get details on one of the stocks in June 2025's Safest Dividend Yields Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
June 27, 20250Comments

Dividend Growth Stocks Model Portfolio: June 2025

Professional Members and higher can access June's Dividend Growth Stocks Model Portfolio as of Friday, June 27.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 25, 20250Comments

From Sand to Profits

While the summer sun may be blazing outside, steady, thoughtful decision-making remains the best way to navigate the markets.
by Hakan Salt, Associate Investment Analyst
June 23, 20250Comments

Don’t Be Misled by Flawed Metrics

The only way to truly understand the health of the underlying business of a company is to go through the footnotes in the filings.
by Hakan Salt, Associate Investment Analyst
ICYMI
June 19, 20250Comments

ICYMI: New Long Idea, New Danger Zone, Dividend Investors AI-Driven Playbook, FREE Stock Pick, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 16, 2025.
by Hakan Salt, Associate Investment Analyst
Exec Comp Aligned With ROIC Featured Stock
June 18, 20250Comments

Free Stock Pick from our Exec Comp Aligned with ROIC Model Portfolio for June 2025

By aligning management’s incentives with ROIC, these companies ensure that capital is being allocated with long-term value creation in mind.
by Hakan Salt, Associate Investment Analyst
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